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FINTECH VIEWS: Vestmark Partners with BlackRock to Enhance Custom Model Portfolio Offerings: Q&A
Financial advisors spend countless hours trying to customize investment portfolios for their clients. Despite their best efforts, they feel overwhelmed by the sheer volume...
Rethink. Financial Advice Podcast: Why BlackRock is investing in Human Advice featuring Liz...
Where is the smart money going? What is the world’s largest asset manager investing in? With all the talk of companies investing in AI...
Orion Adds Over 50 BlackRock Model Portfolios to Investment Platform
Wealthtech Orion Advisor Solutions has recently expanded their relationship with BlackRock, adding more than 50 new strategies from the investment juggernaut to their model portfolio basket...
55ip and BlackRock partner to make the move to model portfolios “less taxing”
Industry-first offering unlocks the taxable market for Advisors by combining the power of BlackRock Model Portfolios and 55ip's sophisticated tax technology to...
DWN Publisher Notes For 12/9/25
FRIENDS – fintech, AI, and digital wealth surged again this week as advisor tech sharpened workflows, wealth platforms expanded data and planning tools, VC dollars chased payments and credit innovation, and crypto realigned around stablecoins and state-level policy shifts. READ UP!
Advisor Tech Talk (Week of 12/9/25)
Forget about your leftovers.
There are plenty of fresh wealth management technology headlines to feast on this week. Below you’ll get hefty helpings of news from the philanthropic...
AI & Finance™ | News for the Week Ending 12/5/25
The whole world can tell it was a holiday week in the U.S. just by looking at the financial artificial intelligence news.
Welcome to AI & Finance,...
Advisor Tech Talk (Week of 12/2/25)
I love my family’s wealth manager—but they might not be my family’s wealth manager for the long haul.
And wealthtech is part of the...
Decentralized Diaries for the Week of 12/2/25
Publisher’s Note: Beginning this week, Decentralized Diaries follows a streamlined 10-story format and new opener structure to deliver a sharper, more focused look at...
AI & Finance™ | News for the Week Ending 11/28/25
I am thankful that I get to live and write during the emergence of practical, broadly accessibly artificial intelligence.
Even though it’s likely to put my profession—and many...